Updates

  1. Search groups its results by kind: people, companies, geographies, subjects, topics, books, funds, fund letters and papers.
  2. The Books table lists who recommended each book by name, and the browser tab names the section you are in.
  3. Feedback can take a screenshot of the page, or one you paste or choose, and opens in the corner beside Updates.
  4. Each rail button reopens its section where you left it, and Browse, Table and People show on every book and subject page.
  5. Filters grey out choices that hold nothing instead of hiding them, and Books › People filters by authors or recommenders.
  6. Feedback takes a subject line and up to three screenshots.
  7. Biographies are grouped by the person they are about: 41 new pages, from Abraham Lincoln to Lee Kuan Yew.
  8. Sport splits into 23 sports, and Religion into one topic per faith.
  9. Book lists show as cards: the cover, one recommendation quote and every recommender by name.
  10. Seventeen subjects that had two or three pages under different names now have one page each.
  11. Every page lists its Experts as authors and recommenders, with a link to them on the Experts tab.
  12. Economics, Financial history, Financial panics and Accounting are subjects of their own, with one page per financial crisis.
  13. Book, person and subject pages open inside the app, so the tabs stay in view.
  14. 996 more book covers, and photographs or logos for 227 more people and companies.
  15. Books › Browse shows every subject as cards, and the rail holds Fund letters, Papers, Experts, Books and Funds.
  16. Every topic over 150 books splits into narrower topics, each with a page of its own.

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Assets

34 assets holding 328 books. Each opens its own page with its books, tier first, and the people who recommend them.

Art and collectiblesAn opaque, dealer-intermediated market whose literature is written by economists and journalists rather than by investors.8 books
Bonds and fixed incomeFixed income has a genuine canon: a few technical books that every desk owns, plus the narrative history of how the market was built.12 books
Carbon credits and emissions marketsA manufactured asset class whose literature is mostly policy evaluation: the honest books are about whether cap-and-trade worked, not how to trade it.6 books
Cash, money markets and Treasury billsCash is the asset almost nobody writes an investment book about; the literature is instead about the plumbing of short-term funding and what happens…8 books
Catastrophe bondsThere is no standalone book on cat bonds by a recognised author: the subject is covered inside insurance-linked securities handbooks and World Bank…4 books
Closed-end funds and investment trustsThe discount-to-NAV wrapper is one of the oldest structures in investing and one of the least written about: about six book-length treatments,…6 books
Commodities generallyThe commodity literature is mostly about the traders and trading houses, because the physical merchants, not the exchanges, are where the returns…13 books
Convertible bondsDebt with an equity option attached; the literature runs from Thorp's original hedging insight to modern structuring handbooks.7 books
Credit and distressed debtDistressed investing is where credit analysis meets bankruptcy law; the literature pairs technical manuals with the narrative history of the junk…16 books
Cryptocurrency and bitcoinA fifteen-year asset class with a large literature already split between origin narrative, technical reference, and post-mortem on the frauds.21 books
Currencies and foreign exchangeFX is the largest and least booked market; the good writing is monetary history and macro trading rather than technique.10 books
Emerging and frontier market equitiesInvesting in countries where the growth story and the institutional risk are the same variable; the literature is mostly development economics read…18 books
Equities and common stockThe core asset class: books here split between how to value a share of a business and what the long-run record of owning shares actually shows.25 books
Farmland and timberLand and standing timber are the classic long-duration real assets; the investing texts are technical and the general literature is about who is…9 books
GoldGold's literature splits between cultural history of the metal and monetary history of the gold standard that anchored it.8 books
Inflation-linked bonds and TIPSOnly about five book-length treatments of linkers exist, all technical; there is no popular book on TIPS, and the live argument runs through central…5 books
Infrastructure and toll assetsRoads, ports, pipes and grids as long-duration cash flows; the literature is mostly project-finance technique plus one great narrative about who…8 books
Life settlements and insurance-linked securitiesReturns uncorrelated with markets and a literature to match: a handful of technical handbooks, no general-reader book at all.5 books
Litigation financeEvery verifiable book here is a lawyer's practice text; no journalist or investor has yet written the general book on funding lawsuits for return.6 books
Municipal bondsTax-exempt debt of US states and cities; the literature is almost entirely practitioner reference rather than narrative.8 books
Music royalties and intellectual propertyCatalogue buyers arrived long after the lawyers did: the useful books are music-business contract manuals plus economics of what a copyright is now…6 books
OilCrude oil is the largest commodity market and the one with the deepest narrative literature, because its price history is inseparable from…11 books
Options and derivativesContingent claims; the literature divides cleanly between the pricing textbooks and the books about what happens when the models are trusted too far.15 books
Preferred stockPreferreds have almost no standalone literature: a handful of practitioner and academic books, none a recognised classic, and Graham and Dodd's…5 books
Private credit and direct lendingA trillion-dollar asset class with a thin book literature: only Nesbitt has written a general treatment, and the rest is loan-market practitioner…6 books
Real estateProperty investing has no single canon; the best books are about how land, credit and politics interact rather than about deal mechanics.12 books
REITsReal estate investment trusts turn illiquid property into listed equity; the literature is small, practitioner-written and dominated by one book.7 books
Shipping vessels and aircraft leasingSteel that earns a day rate; shipping has a real literature, aircraft leasing has essentially one textbook and no narrative history.7 books
Silver and industrial metalsSilver is remembered for the Hunt corner; the industrial metals literature has been rewritten by electrification and the scramble for battery inputs.8 books
Small caps and micro capsThe size premium and the illiquid end of the market where a small manager can still find things nobody has looked at.11 books
Sports teams and franchisesFranchises trade as scarce, cartel-protected assets; the good books are about the league economics and the stadium subsidies that underwrite the…7 books
Venture capitalNot the business of running a fund but the shape of the returns: extreme skew, illiquidity, and a persistence of manager performance that shows up…24 books
Water rightsThere is a large and good literature on water, but almost all of it is political and environmental history rather than investment analysis of the…7 books
Wine and luxury goodsCollectible wine and luxury brands are studied for the same reason: scarcity is manufactured, and the margin lives in the story.12 books

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